Stephen Urbrock, Mba, Aams™, Cfp® Email & Phone Number

Bellevue, Washington, Us

Your Plan, Your Dream, Your Future.Your Wealth Management Team.In a precision timepiece, a mainspring is used to drive the entire mechanism. As the mainspring’s energy is steadily released, each part of the timepiece is kept in continuous, precise motion. In the same way, Mainspring Wealth Advisors acts as a driving force to keep the personal and financial goals of our clients moving forward. You can be confident that the team at Mainspring is always at work – like the unseen mainspring of a fine timepiece – helping to ensure that each financial component of your life is kept in harmonious motion with the others.

VISION:To be a trusted wealth advisory firm for clients seeking purposeful financial guidance.MISSION:Spring Street Financial provides independent financial advice and guidance for individuals and small businesses seeking a thoughtful approach and integrated solutions. Our clients value a long term relationship built on mutual trust and respect and entrust us to be good stewards of their life goals. We value that trust and guide them in accumulating and preserving their resources so that they may live their lives to their fullest potential.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Jacksonville, Fl, Us

Increasing regulation, innovative competitors, better-informed customers, and ongoing market and economic uncertainty demand effective strategies and efficient operations. FIS™’ extensive portfolio of insurance software solutions empowers clients to reduce insurance system complexity; control costs; better manage risk, capital and products; make better business decisions; and engage successfully with valued customers.I worked with clients to help them adapt to New Performance Expectations with Insurance Software spanning 4 areas: - Actuarial, Risk and Capital Management - Core Data and Workflow Management - Finance, Accounting and Payments - Investments

Edinburgh, Scotland, Gb

The B&H Team, which merged into the Insurance Enterprise Risk Solutions Team at Moody's Analytics, is a global leader in understanding and modeling financial market risk. They provide software and advisory services to insurance and financial services groups around the world. I had business development and account management responsibilities to support Life and P&C insurance companies, defined benefits pensions plan managers, and wealth managers in the Americas with solutions for stress testing, risk measurements, capital assessment, and asset allocation strategy. .

Seattle, Wa, Us

London, England, Gb

Seattle, Wa, Us

Armonk, New York, Ny, Us

Gb

Mba, General Business

B.A., International Studies